
Heat vs. Jazz: O/U 232.5
4 of 10 top Polymarket traders hold Under (40%) · Under at 79¢ · $2K held · ended Nov 11
⚠️
Avoid
Under
10
Under 40%
$1.8K
$179.89
53.6¢ → 78.5¢
+46% since entry · 4 traders
Research grade
AvoidUnder at 79%
Matches a pattern that lost clearly more than the plain consensus in our tests.
- BasketballFull year, out of sample: basketball lost −4.8 % a trade (n 1,747, 95 % CI −9.2 to +0.3); Oct 22 backtest: −12.0 % and −9.2 % in its two windows.
- Spread or totalOct 22 backtest: spreads and totals −14.5 % a trade in spring (95 % CI −27 to −1), +1.5 % in October: no edge.
- Consensus under 60 %Every backtest started at 60 %+ of the holders; below that nothing was measured.
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
The rules come from our Oct 22 2026 backtest (one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees). Our full-year test without hindsight (Oct 26 2026) found none of them profitable out of sample, and the plain consensus lost −3.0 % a trade. The grade describes the market; it is not a forecast, not an edge and not advice.
Smart Money Signal
4 of 10 top traders (40%)6 hold an outcome priced under 50%6 small positions dimmed (<$100 invested)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
4 traders
Top 2 hold 98%
Freshness
Fresh
0h old
Flip Quality
Clean
0 consensus flips
40% of non-arb traders are on Under. Concentration is driven by the top two positions owning 98% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
FL Flaznorp | Underavg 56¢ | $722.09 | $1.0K | +$289.89 | 50% 1558-1564 (3122) |
![]() RN1 | Underavg 46¢ | $285.47 | $355.9 | +$70.43 | 58% 3828-2805 (6633) |
0X 0x9b11866433281ade9f2811dbde8acdefc45f5375CTR | Overavg 54¢ | $314.14 | $174.52 | -$139.62 | 54% 217-188 (405) |
TA takeormakeCTR | Overavg 41.9¢ | $96.3 | $107.92 | +$11.61 | 59% 3119-2207 (5326) |
KE keeptheblueflagflyinghighCTR<$100 | Overavg 47¢ | $78.59 | $50.17 | -$28.43 | 54% 1660-1438 (3098) |
38 38791873984189CTR<$100 | Overavg 53.9¢ | $41.5 | $23.1 | -$18.4 | 48% 959-1032 (1991) |
65 6512395314597884<$100 | Underavg 70¢ | $14 | $14 | +$0 | 51% 3172-3073 (6245) |
PA Pan9XCTR<$100 | Overavg 47¢ | $17.13 | $13.62 | -$3.51 | 49% 446-472 (918) |
0X 0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872<$100 | Underavg 45¢ | $4.1 | $6.37 | +$2.28 | 56% 502-393 (895) |
GH ghorrockCTR<$100 | Overavg 52.5¢ | $10.18 | $5.82 | -$4.36 | 55% 399-332 (731) |
Invested
$722.09
Value
$1.0K
PnL
+$289.89
Record
50%
1558-1564 (3122)
RN1Invested
$285.47
Value
$355.9
PnL
+$70.43
Record
58%
3828-2805 (6633)
Invested
$314.14
Value
$174.52
PnL
-$139.62
Record
54%
217-188 (405)
Invested
$96.3
Value
$107.92
PnL
+$11.61
Record
59%
3119-2207 (5326)
Invested
$78.59
Value
$50.17
PnL
-$28.43
Record
54%
1660-1438 (3098)
Invested
$41.5
Value
$23.1
PnL
-$18.4
Record
48%
959-1032 (1991)
Invested
$14
Value
$14
PnL
+$0
Record
51%
3172-3073 (6245)
Invested
$17.13
Value
$13.62
PnL
-$3.51
Record
49%
446-472 (918)
Invested
$4.1
Value
$6.37
PnL
+$2.28
Record
56%
502-393 (895)
Invested
$10.18
Value
$5.82
PnL
-$4.36
Record
55%
399-332 (731)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
78.5¢ price + 1.0¢ spread + 0.8¢ fee (Sports 5%). Win more often than this and the bet pays.
A market order pays the taker fee and crosses the spread (assumed 1.0¢); a limit order pays no fee but may not fill. The fee category is a guess from the title.
Market Info
Traders in this Market
Flaznorp
Under — $1.0K

RN1
Under — $355.9
0x9b11866433281ade9f2811dbde8acdefc45f5375
CTROver — $174.52
takeormake
CTROver — $107.92
keeptheblueflagflyinghigh
CTROver — $50.17
38791873984189
CTROver — $23.1
6512395314597884
Under — $14
Pan9X
CTROver — $13.62
0x228B8d11EBa89BF1c554f8879a9293B7106DaF4c-1765442354872
Under — $6.37
ghorrock
CTROver — $5.82